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The Client Relationship Specialist supports financial managers by handling administrative tasks, ensuring client satisfaction, onboarding new clients, managing cash, and performing regulatory compliance checks. They assist with documentation and ongoing client transactions while recommending process improvements.

The Receptionist will handle front-desk responsibilities such as greeting visitors, answering calls, scheduling meetings, managing mail, and maintaining office supplies. Requires strong interpersonal skills and proficiency in Microsoft Office.

The Private Wealth Manager oversees client relationships, provides financial planning, coordinates investment processes, and ensures compliance with financial standards.

Assist the client team with scheduling meetings, updating Salesforce, delivering portfolio reports, onboarding clients, and financial planning support.

Manage client relationships for wealth and portfolio management, oversee asset allocation, conduct financial planning reviews, and coordinate with tax professionals and investment advisors.